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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Brigham City, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Full Time School (College) Provo UT 09/2016 04/2017
Brigham Young University Provo UT 05/2017 08/2017
Lewisville Independent School District Lewisville TX 09/2017 01/2018
Full Time Missionary Service (Lds/Mormon) Richmond, Bc 02/2018 02/2020
Texas Partners Title Plano TX 03/2020 01/2021
Carvio San Diego CA 03/2021 11/2021
Full Time School (College) Provo UT 12/2021 08/2022
Fidelity Investments Lcc American Fork UT 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 04/2017
    Full Time School (College)
    Provo, UT
  • 05/2017 → 08/2017
    Brigham Young University
    Provo, UT
  • 09/2017 → 01/2018
    Lewisville Independent School District
    Lewisville, TX
  • 02/2018 → 02/2020
    Full Time Missionary Service (Lds/Mormon)
    Richmond, Bc
  • 03/2020 → 01/2021
    Texas Partners Title
    Plano, TX
  • 03/2021 → 11/2021
    Carvio
    San Diego, CA
  • 12/2021 → 08/2022
    Full Time School (College)
    Provo, UT
  • 09/2022 → Present
    Fidelity Investments Lcc
    American Fork, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-131329|OrgNmn:Wildroot Land Company|Org Addr:BRIGHAM CI,Utah,US|OBA Nature:Investing in raw land. Buy und|Invst Rel:Y|Title:Partner|Duties:No required duties or obligations. I simply buy parcels as I see fit and then sell them. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-111899|OrgNmn:Self|Org Addr:Brigham Ci,Utah,US|OBA Nature:Pallet Auctions|Invst Rel:N|Title:No offical title or position|Duties:All self-employed, only bid and pick up when I want to|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-06
S63 Uniform Securities Agent State Law Examination 2022-12-02
  • S66 Uniform Combined State Law Examination
    2023-09-06
  • S63 Uniform Securities Agent State Law Examination
    2022-12-02
Other Names
  • Kyle Kirkland Graham
  • Kyle Graham

View on SEC IAPD

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